Sonu Varghese

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Blog • Investments

Should You Hold Bonds in a Portfolio?

Posted on September 27, 2022
This is probably one of the biggest questions we are getting, and with good reason. The Bloomberg US Aggregate Bond Index is set for two consecutive years of negative …

Blog • Investments

The Fed Wants to Get Inflation Behind Us, But There Isn’t a Painless Way to Do That

Posted on September 22, 2022
An aggressive Federal Reserve (Fed) raised their target policy rate by another 0.75%, taking it to the 3.0-3.25% range. This was the third successive 0.75% rate hike by a …

Blog • Investments

What Real Interest Rates Can Tell Us About Equity Valuations

Posted on September 20, 2022
The change in the price of a security (or index) can be broken down into contributions from earnings growth and valuation changes. The S&P 500 is down 19% this …
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